Blog
What Would Your Nonprofit Do With a $7 Million Gift?
Your organization needs a gift acceptance policy, or a major gift could create more problems than good. Here’s a primer on how–and why–to create such a policy.
Important Documents to Keep Together with Your Legacy/Estate Plan
Wondering what your loved ones will need to carry out your wishes? Here’s a handy checklist of the information to pull together, and keep together, for when the time comes.
Estate and Legacy Planning Acronyms and Terms to Know
Here’s your ultimate cheat sheet of definitions and distinctions to help you talk like an insider at your next legacy planning meeting!
Top 5 Tax-effective Ways to Give at Year-End
2020 is almost over! As you begin to make year-end giving decisions, you might wonder how to make the biggest bang with your philanthropic buck. Here are some ideas for giving in a big way, even without impacting your day-to-day cashflow.